Collaborate overview
Collaborate with stakeholders and keep all relevant communications and attachments i.e. Product Specifications, installation guides, warranty information etc., related to a specific Product, in one location.
🗒️ Note: documents added here will automatically appear on Quotes and Invoices.
Locating this section in app: Sales > Product Catalogue > [select a Product] > Collaborate
Collaborate page features
Search
Utilise Search to find relevant conversations, and attachments.
Create and send messages
Add a message the bottom of the page, and:
Format text with bold, italic, underline, bullets and/or numbers
@ mention collaborators to direct messages to assigned/responsible people
Add signature for proof of delivery, approvals etc.
Add attachments (common formats such as PDF, images (JPEG, PNG, GIF, TIFF etc), Word, Excel etc)
Add emojis to personalise
Press Send to share.
Attachments
Auto-attach attachments to Orders
Auto attach attachments to Sales Orders and Purchase Orders, when the corresponding Product is added to an Order.
Select the kebab/other options menu beside the attachment > Auto-attach to new orders > enable which Orders you'd like the attachment to be attached to.
Download attachments
Select the kebab/other options menu beside the attachment > Download.
Editing messages
Messages can be edited, downloaded or deleted by the following users:
Edit | Delete | Download |
A user can edit their own messages and attachments, no-one else's | A user can delete their own messages and attachments, no-one else's | All users can download attachments |